Founders Financial Alliance’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,705
| Closed | -$177K | – | 654 |
|
|
2024
Q4 | $177K | Buy |
+3,705
| New | +$177K | 0.05% | 291 |
|
|
2024
Q1 | – | Sell |
-4,206
| Closed | -$182K | – | 574 |
|
|
2023
Q4 | $182K | Buy |
+4,206
| New | +$182K | 0.07% | 249 |
|
|
2022
Q1 | – | Sell |
-3,295
| Closed | -$185K | – | 480 |
|
|
2021
Q4 | $185K | Sell |
3,295
-461
| -12% | -$25.9K | 0.07% | 252 |
|
|
2021
Q3 | $223K | Sell |
3,756
-40
| -1% | -$2.38K | 0.1% | 201 |
|
|
2021
Q2 | $217K | Buy |
3,796
+11
| +0.3% | +$629 | 0.1% | 220 |
|
|
2021
Q1 | $229K | Sell |
3,785
-215
| -5% | -$13K | 0.11% | 204 |
|
|
2020
Q4 | $186K | Buy |
4,000
+930
| +30% | +$43.2K | 0.11% | 196 |
|
|
2020
Q3 | $119K | Buy |
+3,070
| New | +$119K | 0.07% | 233 |
|